Logo for Visions Federal Credit Union

Contact Center Advisor - Endwell, NY

Role overview

Qualifications

  • Associate degree OR equivalent combination of education and relevant experience
  • At least 1 year of customer-facing experience in banking, financial services, retail, hospitality, sales, healthcare, insurance, or a call center environment
  • Proficiency with computers and Microsoft Office applications
  • Ability to obtain and maintain NMLS licensing

Responsibilities

  • Answer inbound member calls and provide exceptional service across a variety of banking and financial topics
  • Help members navigate accounts, loans, digital banking tools, and financial products
  • Build trusted relationships by identifying needs and providing personalized solutions
  • Educate members about products and services that can improve their financial wellness

Key facts

Other skills

  • Customer Service
  • Problem Solving
  • Relationship Management
  • Microsoft Office
  • Communication
  • Teamwork
  • Time Management
  • Sales

About the company

Visions Federal Credit Union logo

Visions Federal Credit Union

Member-owned and committed to the communities we serve for more than 50 years, Visions Federal Credit Union strives to build relationships that accommodate every stage of life. At Visions, it's not just the money that's there when you need it. We are. We provide a safe place to keep and grow earnings while lending the money that buys a vehicle, gets the kids off to college, or makes home-ownership a reality. At Visions FCU, we pride ourselves on being "People Helping People"​. We dedicate our careers to this philosophy to realize our greater social purpose. As a not-for-profit organization, Visions exists to serve its members by making every member matter. We feel lucky that we get to have a positive impact in three states (NY, NJ, and PA), and countless communities. Whether it's our time or money that we're donating, we are committed to doing what it takes to show all the members of our communities that Visions cares. The commitment to community is truly one of our core organizational values, and it's demonstrated at all levels of the organization. - Federally insured by NCUA. - Equal housing opportunity lender.

Company details

Company size501 - 1000

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Job description

WHO WE ARE
We're in the business of people helping people, and you can help us make an impact on our members’ lives and in your community. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.

Work with us – and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits, including:

  • Retirement benefits – pension plan, 401(k) with employer match
  • Excellent health benefits – medical, dental, vision, and supplemental coverage
  • Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
  • 10+ paid holidays per year
  • Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
  • Employee recognition program
    ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.

ABOUT THE POSITION

Title of Position: Contact Center Advisor

Position Overview: As a Contact Center Advisor, you will serve as a trusted resource for our members by delivering exceptional service through inbound and outbound phone interactions. You will assist members with accounts, lending solutions, digital banking services, and financial inquiries while building strong relationships and identifying opportunities to enhance their financial well-being.

This role is ideal for individuals who enjoy helping others, solving problems, and creating positive member experiences. In addition to developing expertise in financial services, you'll gain valuable exposure to consumer lending, member relationship management, and credit union operations, providing a foundation for future growth and advancement opportunities throughout Visions.

Position Type: Full-Time. Typical shifts include Monday through Friday 8:30AM to 6:15PM with rotating Saturday shifts 8:15AM – 12:15PM.

Compensation Range: $23.00/hr. - $30.00/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: On-site Endwell, NY. Hybrid/Remote opportunity available ONLY to candidates from the Endwell, NY or surrounding areas.

What you’ll do in this role:

  • Answer inbound member calls and provide exceptional service across a variety of banking and financial topics
  • Help members navigate accounts, loans, digital banking tools, and financial products
  • Build trusted relationships by identifying needs and providing personalized solutions
  • Educate members about products and services that can improve their financial wellness
  • Support consumer loan application intake and referrals
  • Resolve member concerns through problem-solving, ownership, and follow-through
  • Meet individual and team performance goals related to service quality, member growth, and lending opportunities
  • Work collaboratively with teammates and internal partners to create a seamless member experience

What success looks like:

  • Enjoy helping people solve problems
  • Thrive in a fast-paced environment
  • Communicate clearly and confidently
  • Build rapport and trust quickly
  • Balance service excellence with sales conversations
  • Are comfortable learning technology and financial products

WHAT WE'RE LOOKING FOR

Minimum qualifications: 

  • Associate degree OR equivalent combination of education and relevant experience.
  • At least 1 year of customer-facing experience in banking, financial services, retail, hospitality, sales, healthcare, insurance, or a call center environment.
  • Proficiency with computers and Microsoft Office applications. 
  • Ability to obtain and maintain NMLS licensing.
  • Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred qualifications: 

  • Bachelor’s degree preferred.
  • Minimum of four years customer service, retail, banking, or financial services industry experience.

Premium offered for:

  • Bilingual proficiency - *A passing verbal assessment of language proficiency will be required during onboarding process.*

At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.

MISSION AND VALUES 

Our mission is to MAKE VISIONS MATTER. 

  • To our members, we will provide value and relevance.
  • To our employees, we will be a premier organization and provide opportunities for career advancement.
  • To our community, we will be a leader and provide a positive impact.

At Visions, we’re an organization with Integrity that builds Community, provides exceptional Service to all, and continually strives to earn your Trust.

We make Visions matter. You can, too. #ClaimYourSeat

LEARN MORE 

Click a link to learn about:

If you have any questions, please contact the Talent Team directly at 800.242.2120, ext. 10501 or by emailing us at TalentTeam@visionsfcu.org. 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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